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Disclosery

Novak & Powell Financial Services, Inc.: IJS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Novak & Powell Financial Services, Inc. on IJS, newest first. How the timeline and the estimate are built.

Novak & Powell Financial Services, Inc. held 16,889 IJS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,889 shares
    Change vs previous 13F -178 shares

    1.09% of the 13F portfolio, value $2,308,398.

    13F-HR 0002011548-26-000003 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,067 shares
    Change vs previous 13F +10,145 shares

    1.09% of the 13F portfolio, value $2,021,562.

    13F-HR 0002011548-26-000002 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,922 shares
    Change vs previous 13F -10,468 shares

    0.41% of the 13F portfolio, value $787,161.

    13F-HR 0002011548-26-000001 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,390 shares
    Change vs previous 13F +10,478 shares

    1.01% of the 13F portfolio, value $1,923,156.

    13F-HR 0002011548-25-000005 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,912 shares
    Change vs previous 13F -23 shares

    0.48% of the 13F portfolio, value $687,690.

    13F-HR 0002011548-25-000003 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,935 shares
    Change vs previous 13F -1,184 shares

    0.42% of the 13F portfolio, value $675,983.

    13F-HR 0002011548-25-000002 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,119 shares
    Change vs previous 13F -10,813 shares

    0.53% of the 13F portfolio, value $881,788.

    13F-HR 0002011548-25-000001 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,932 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,038,191.

    13F-HR 0002011548-24-000005 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).